William Harris Investors Mergers and Acquisitions Summary

Private Equity Profile

William Harris Investors’ most common sectors for investment are environmental (50%) and healthcare services (25%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and divestiture (25%). In total, William Harris Investors has invested in 3 US states.

In the last 3 years, William Harris Investors has exited 1 company. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity4
    • M&A Sell Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

William Harris Investors, Inc.

191 North Wacker Drive, Suite 1500,
Chicago, Illinois 60606
United States
(312) 621-0590
www.whi.com
info@williamharrisinvestors.com

William Harris Investors is a diversified investment and wealth management firm. In addition to providing clients with asset management services, the Firm also offers illiquid investment opportunities and will invest in direct private equity transactions. The Firm's direct private equity group looks to invest in North American mid-sized companies with long operating histories, loyal customers, strong managment, and defensible market positions. WHI generally looks to invest $5 to $15 million of equity in transactions valued up to $75 million. Target companies typically have revenues of at least $10 million and minimum EBITDA of $3 million. Sectors of interest include manufacturing, value-added distribution, and specialty services. WHI prefers control investments where management also participates. William Harris Investors is based in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Distribution, Environmental, Life Science, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 3 12
Investment Size 5 15
Enterprise Value 10 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 4 - - - - - 4
Sell (0.2/yr) # 3 - - - 1 - 4
  8

Most Recent M&A

Company Date Value Type
Clinical Resource Network LLC (Symphony Clinical Research) 2019-10-23 - Add-on Acquisition
Vernon Hills, Illinois · www.symphonyclinicalresearch.com
Veridiam, Inc. 2012-01-01 - Unknown
El Cajon, California · www.veridiam.com
Emerald Waste Services LLC 2008-08-01 - Secondary Buyout
Freeport, Florida · www.emeraldwaste.com
Container Recycling Alliance LLC 2008-07-15 - Add-on Acquisition
Lombard, Illinois
Clinical Resource Network LLC (Symphony Clinical Research) 2007-08-27 - Growth Capital
Vernon Hills, Illinois · www.symphonyclinicalresearch.com
Container Recycling Alliance LLC 2006-09-01 - Buyout (LBO, MBO, MBI)
Lombard, Illinois
Emerald Waste Services LLC 2006-01-01 - Buyout (LBO, MBO, MBI)
Freeport, Florida · www.emeraldwaste.com
Veridiam, Inc. 2005-11-29 - Divestiture
El Cajon, California · www.veridiam.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Environmental - - 2 (50%) -
Healthcare Services - - 1 (25%) -
Manufacturing - - 1 (25%) -
Total - - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 4 (100%) -
  Illinois - - 2 (50%) -
  Florida - - 1 (25%) -
  California - - 1 (25%) -
Total - - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 2 (50%) -
Divestiture - - 1 (25%) -
Growth Capital - - 1 (25%) -
Total - - 4 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (25%) -
Trade Sale 1 (25%) -
Trade Sale - Public Company 1 (25%) -
Unknown 1 (25%) -
Total 4 -

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
60%
3 60%
Strategic(s)
40%
2 40%

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